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Additional Help

Website Instructions

Information about how to use this interface.

Workflow Approval

The following are the steps to review/approve a workflow.

  1. You will receive a workflow via email.

  1. You can review the workflow by clicking line next to "Review workflow." This will take you into the individual workflow to review and approve.

    OR

    Clicking on link "To View all workflows." This will allow you to view all your pending workflows. You will have to select the workflow you want to review and approve.

URL Document Management

https://documentmanagement.capnet.ucla.edu/

  1. If you click on link next to "Review Workflow"" you will see the following webpage.

  1. Here you can review workflow by scolling up/down. Once you are ready to complete click on the "Response" drop down and select "Approve."

  1. Once you do this you are ready to complete workflow. Now click on "Mark Task Completed."

  1. Once you do this, then click O.K. on the popup dialog box and you have now completed your workflow.

  1. If you clicked on "To View all workflows" then you will be taken to this web page listing all of your pending workflows.

  1. You can click "Review" on the individual record in the grid to review workflow.

    OR

    You can highlight the individual record in the grid and then click the green "Review" box.

  1. You will then follow steps 3 and 4 from above to complete the workflow.